About the Role
We are looking for a Senior Relationship Manager to join our team at Midas Finance. This role involves managing client relationships, driving incremental investments and contributing to the growth of overall Assets Under Management (AUM).
Key Responsibilities
- Manage and nurture relationships with existing HNI clients
- Drive SIP inflows and additional investments from clients
- Understand client goals and recommend suitable Mutual Fund strategies
- Conduct periodic portfolio reviews and client follow-ups
- Coordinate with internal teams for smooth execution of transactions
- Maintain high levels of client satisfaction and retention
Who should Apply
- 4-5 years of experience in Mutual Funds/Wealth Management
- Experience in SIP sales, client handling, or financial product distribution
- Strong communication and relationship-building skills
- Basic understanding of mutual fund products and markets
- Self-driven with a willingness to take ownership of client portfolios
Location
Vile Parle, Mumbai
